We are currently facing in managing purchase returns in Microsoft Dynamics 365. We are preparing purchase returns to obtain credit notes from our vendor against faulty products , we are following the step (Navigate to the Purchase Order > Credit Note module. > Enter the Item Number >Select the Original Purchase Order to link the return)
Since our product range is extensive this process is becoming impractical for us, as we need to enter almost 2,000 lines of items one by one for each vendor manually and select original PO . we are just seeking if there is an alternative method like we can upload an Excel file containing original PO number directly into the system or other easy step . support on this matter would be highly appreciated. Looking forward for the response.
There is no option in the standard application that can load an Excel file to manage the credit notes. You can consider a customization to achieve this.
You can also check how the credit lines are stored and see if e.g. a Power Automate flow can be created to loop the rows in Excel and create the credit lines.
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